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SBI Long Term Equity Fund Direct Plan Growth-1.18%

20.71%
1 Year Return
Equity
ELSS
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Long Term Equity Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.28%
NAV₹185.59 (22 Jan 2021)
Fund Started01 Jan 2013
Fund Size8,767 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.7%
5.4%
12.5%
13.4%
Category Average
18.1%
5.8%
13.5%
-
Rank Within Category
14
25
26
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 20.7% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
Cons
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity4.5%
Cipla Ltd.HealthcareEquity4.5%
Bharti Airtel Ltd.CommunicationEquity4.1%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.9%
ICICI Bank Ltd.FinancialEquity3.8%
Tech Mahindra Ltd.TechnologyEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.6%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.4%
HDFC Bank Ltd.FinancialEquity3.2%
Ambuja Cements Ltd.ConstructionEquity3.1%
See All

SBI Long Term Equity Fund Direct Plan Growth Details

SBI Long Term Equity Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Dinesh Balachandran is the Current Fund Manager of SBI Long Term Equity Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,767 Cr and the Latest NAV as of 22 Jan 2021 is ₹185.59.

The SBI Long Term Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

Investment Objective

The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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